GWA
Gratus Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $736K | Hold |
6,824
| – | – | 0.11% | 72 |
|
|
2025
Q1 | $812K | Sell |
6,824
-299
| -4% | -$35.6K | 0.13% | 68 |
|
|
2024
Q4 | $766K | Sell |
7,123
-695
| -9% | -$74.8K | 0.12% | 69 |
|
|
2024
Q3 | $980K | Sell |
7,818
-175
| -2% | -$21.9K | 0.16% | 62 |
|
|
2024
Q2 | $928K | Sell |
7,993
-154
| -2% | -$17.9K | 0.16% | 59 |
|
|
2024
Q1 | $966K | Buy |
8,147
+2,865
| +54% | +$340K | 0.18% | 55 |
|
|
2023
Q4 | $528K | Buy |
+5,282
| New | +$528K | 0.1% | 84 |
|